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How to set up your AI receptionist: get started in four steps

Short answer

Here’s how to set up your AI receptionist with us: fill in four fields, tell us how you work, approve the protocol we build for your industry, and forward your business line. Setup is free, there’s no contract and you can cancel anytime. You don’t install anything.

  • Free setup
  • No contract
  • Cancel anytime

Step 1 of 4

Tell us who you are

Name, company, email and phone. That’s the whole form. We’ll get in touch to book a short conversation about your business.

We only use your details to contact you about your setup.

What happens after you send the form

  1. Step 2: Tell us how you work

    The conversation covers what a good receptionist would ask you on day one:

    • Your opening hours, and what should happen outside them.
    • Who’s on your team and which calls each person takes.
    • The services you offer and the ones you don’t.
    • What counts as urgent for you, and who should be alerted.
    • What must never be promised on the phone: prices, dates, advice.

    If you’ve written instructions for a receptionist before, send them over. If not, we bring them: we start from the protocol we use for your industry.

  2. Step 3: Approve your protocol

    We send you the protocol written out: the greeting, the questions in order, the hand-over rules and the limits. You read it, change what doesn’t sound like you, and approve it. Nothing goes live until you say yes. The thinking behind it is on our method.

  3. Step 4: Forward your line

    You keep your business number and forward it to us with your phone provider: all calls, only after hours, or only when you don’t pick up. From then on, every call is answered and every summary lands in your inbox. See call forwarding.

Your setup · Preview

Step 3 of 4

  1. Send the form Done. We have your details.
  2. Tell us how you work Done. Hours, team, services and what’s urgent.
  3. Approve your protocol Read it, change what doesn’t sound like you. Approve protocol
  4. Forward your line After you approve. Nothing goes live before.
A preview of what you’ll see. Nothing here has been sent or approved.

  • What you’ll see on day one

    Your dashboard, with every call listed as it comes in: who called, why, whether it was urgent, and the recording, transcript and summary. You can change any instruction from there. See the call dashboard.

  • What it costs

    There’s no monthly fee to start. Setup is free. See pricing for what each plan includes.

17 years answering business phones

You don’t start from a blank page.

We’ve spent 17 years answering real phone lines for small businesses. Your protocol starts from what works for businesses like yours, and once you’re live we review your calls every day and adjust as it learns your business.

Protocol draft · Plumbing

Rivera Plumbing

Greeting
“Rivera Plumbing, this is the AI assistant. How can I help?”
Questions, in this order
  1. Is water still running?
  2. What’s the address?
  3. Is it a home or a business?
Hand over
Active leak: take a message call Luis on his cell right away Your edit
Never say
Prices, arrival times or what the repair will involve.
Illustrative example. The business and the protocol are made up.

Questions before you start

Do I need to change phone providers?

No. You keep your provider and your number. You only turn on call forwarding.

What if I don’t know what my protocol should say?

That’s normal, and it’s our job. We start from what works for businesses like yours and you only change what doesn’t fit.

Can I stop forwarding at any time?

Yes. Turn off forwarding and calls ring your phone again. There’s no contract.

Can I hear it before I sign up?

Yes. Listen to sample calls for several industries.

Get started

If you’re missing calls while you work, this is the first step. Fill in the four fields and we’ll take it from there.

Get started